Lunch with Leaders @ Connections

Data, AI, and Outcomes in Financial Services Marketing

Unpack what’s real, what’s working, and what’s next—with peers who understand your world

June 11 | 12:00 – 2:00 PM | VU Rooftop | Chicago

Thanks so much for your interest! This event is currently full.

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Hear from proven leaders in banking and wealth on how to elevate marketing KPIs through Salesforce innovation.

Join Zennify, Salesforce, and Stensul for an invite-only lunch during Salesforce Connections, tailored for marketing and technology leaders in financial services. This event is designed for candid conversation, shared learning, and focused discussion—away from the noise of the main stage. Hosted by Laura Sullivan Ethridge, former CMO at Hancock Whitney Bank, you’ll hear from marketing and technology leaders who are charting the future of their business, like you.

Together, we’ll lead a peer-level discussion on how Marketing Cloud, Data Cloud and Agentic AI can drive measurable outcomes.

Why You Should Attend

We’ll connect marketing technology to measurable business outcomes that matter to your business, like:

Increased cross-sell and upsell rates among digitally engaged households
Higher customer acquisition ROI through smarter targeting and automation
Improved member satisfaction and NPS through timely, relevant outreach
Streamlined campaign execution by reducing manual lift with generative tools

This is not a pitch. It’s a conversation among experts who’ve been in your seat. If you’re tasked with making your marketing organization smarter, faster, and more accountable, this is the room you want to be in.

Event Details:

Date: Wednesday, June 11, 2025
Time: 12:00 PM – 2:00 PM CT (lunch served at 12:30pm)
Location: VU Rooftop (Indoors) | 133 E Cermak Rd, Chicago, IL 60616 (Just steps from McCormick Place)

Featured Speakers

Laura Sullivan Ethridge

Chief Marketing Officer, Zennify Advisor

Hancock Whitney

Brad Moreno

Managing Director - Digital Product Management, Head of Retail CRM Product

Charles Schwab

Sean Ruiz

Principal Consultant, Salesforce Marketing Cloud Partner Advisory Board Member

Zennify